Automated-Referrals

Use Our Funds To Grow Your Business!

Establish a Automated-Referrals Program that Works!

Once a client completes their return, they are automatically sent a link with their unique Refferal Afilliate link. Moving forward, once a lead enters your system from an Automated-Referrals Affiliate link, that Refferer will begin receiving updates via text, regarding the status of their pending Automated-Referrals! Eliminate the hassel of tracking down return statuses, and following up on payouts for your Referrers!

$100 Funded Referrals

TaxEdge offers you a way to build on the clients you already have! Not only do we give you the ability to roll out a functional automated-referrals program that can be scaled to multiple stores, or even franchise models, but also support you by providing the capital needed to fund the automated-referrals!

Up to $100 unlimited Automated-Referrals payouts for all of your Referrers
Referrers automatically receive updates regarding their Referrals via text
Print Automated-Referrals checks
Distribute payouts via ACH (Direct Deposit)
Simple collection process
Automated Referrals included
$0 cost/Referral

Extensive Reporting

Gain massive insight on your automated-referrals program by pulling a variety of reports from the CRM. Identify who your best Referrers are, before the season begins, so you can contact them and get them ready to go for another profitable tax season. Understand who’s a good referrer or a bad referrer, and set your criteria settings based on this information.

Set the Criteria of Your Automated-Referrals Program

Organize the parameters of how you would like your Automated-Referrals program to operate. Set options such as: Disbursement amount, Retention Criteria, Referrer Notifications and many more! Set your business up for automated success!

Fully Integrated with Tax Software

Import clients seamlessly from your tax software, directly into your CRM. Once a client has had their return completed, that information can be sent over to the CRM in seconds, and will begin updating in the Referrer’s profile automatically. The whole automated-referrals processes can be done in less than 2 minutes from start to finish!